Overview
Work History
Education
Skills
Additional Information
Sharing outdooors with my family
Timeline
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Luis Damian Montalban Vindas

Luis Damian Montalban Vindas

Investment Advisor
CR

Overview

18
18
years of professional experience

Work History

Investment and Brokerage

Trading
11.2022 - Current
  • Offered competitive commercial banking solutions and retail financing options.
  • Contributed to team success by sharing market insights and collaborating on best practices for investment management.
  • Assisted clients in meeting financial goals through strategic portfolio adjustments and ongoing communication about performance.
  • Exceeded sales targets regularly by cultivating new leads through referrals from satisfied customers.
  • Educated and worked with clients on ROI terms to find accurate solutions.

Investment Advisor

MLM Multi Level Marketing
08.2018 - Current
  • Participated in continuing education programs to stay current with evolving industry trends, regulations, and product offerings.
  • Collaborated with clients to develop customized investment portfolios.
  • Managed team of 12000 analysts focused on digital tendencies.
  • Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
  • Advised clients on investments, retirement and estate planning.

Assistant Manager

Enid Company
10.2015 - 07.2018
  • Established team priorities, maintained schedules and monitored performance.
  • Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
  • Monitored sales trends to adjust pricing strategies accordingly for optimal profitability.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.

CEO

Asetatos S.A
09.2011 - 09.2015
  • Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
  • Updated business processes, products and team makeups to generate more business opportunities and cater to audience needs.
  • Analyzed industry trends and tracked competitor activities to inform decision making.

Sales Agent Representative

Arena Sport S.A
04.2008 - 08.2011
  • Facilitated cross-selling efforts by identifying additional opportunities within existing client accounts.
  • Prioritized helping customers over completing other routine tasks in store.
  • Increased sales revenue by developing and maintaining strong client relationships.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.

Class A Cook

Hotel Backyard
10.2006 - 04.2008
  • Achieved cost efficiency by implementing effective budgeting and resource allocation strategies in the kitchen.
  • Supported kitchen staff training and development, leading to increased productivity and efficiency.
  • Maintained well-stocked stations with supplies and spices for maximum productivity.
  • Coordinated checklists to keep kitchen clean, stocked and sanitary.

Education

High School Diploma -

Colegio Tecnico Profesional De Guatuso
San Rafael De Guatuso, Costa Rica
05.2001 -

Skills

Interpersonal Skills

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Additional Information

I am very disciplined person and focused on my goals and I do not stop until I achieve them


I am a leader who helps his work group and helps them meet their goals by working hand to hand with them until they achieve it.


I work with a lot of transparency and trust with people.

Sharing outdooors with my family

I share a quad bike ride with my children

I like to enjoy nature

I I love being able to be present as my children grow

Timeline

Investment and Brokerage

Trading
11.2022 - Current

Investment Advisor

MLM Multi Level Marketing
08.2018 - Current

Assistant Manager

Enid Company
10.2015 - 07.2018

CEO

Asetatos S.A
09.2011 - 09.2015

Sales Agent Representative

Arena Sport S.A
04.2008 - 08.2011

Class A Cook

Hotel Backyard
10.2006 - 04.2008

High School Diploma -

Colegio Tecnico Profesional De Guatuso
05.2001 -

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Luis Damian Montalban VindasInvestment Advisor